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Edwin Sze

United Capital Financial Advisors

New York, NY

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-28
  • NY RA
    APPROVED
    Since 2024-03-28

Branch Locations

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs Singapore Singapore 07/2017 03/2020
United Capital Financial Advisors, Llc Irving TX 11/2023 Present
Cve Holdings Llc New York NY 09/2016 05/2017
New York University - Leonard N. Stern School Of Business New York NY 09/2013 12/2016
Goldman Sachs New York NY 03/2020 11/2023
  • 07/2017 → 03/2020
    Goldman Sachs Singapore
    Singapore
  • 11/2023 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 09/2016 → 05/2017
    Cve Holdings Llc
    New York, NY
  • 09/2013 → 12/2016
    New York University - Leonard N. Stern School Of Business
    New York, NY
  • 03/2020 → 11/2023
    Goldman Sachs
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2023-02-03
Other Names
  • Edwin Qiang Xi Sze

View on SEC IAPD

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